Coatue
Technology-focused investment manager across public and private markets.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Coatue Management, L.L.C.
- Entity type
- COMPANY
- Founded
- 1999
- Headquarters
- 9 West 57th Street, New York, NY 10019
- Company size
- 201–500
- Market role
- Private Equity, VC & Investor
- Official website
- coatue.com
What Coatue does
Coatue operates an investment management model. It raises and manages capital vehicles, deploys that capital into portfolio holdings and seeks returns through appreciation, exits and ongoing portfolio management. The firm’s commercial value comes from investment selection, access to deal flow, sector expertise and capital stewardship for institutional and qualified investors.
Category differentiation
Coatue is an investment management firm, not an adtech, martech or software platform. It should be distinguished from portfolio companies it backs and from any product brands associated with those investments.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Coatue is a private investment management firm based in the United States. It operates as an investor rather than a software vendor or agency, with activity centred on managing capital through an ownership and partnership structure referenced in SEC-linked filings. The firm creates value by allocating capital and managing investment portfolios, with revenue typically generated through asset-based management fees and performance-linked economics common to alternative investment managers. Its direct customers are capital allocators and limited partners that commit funds, while its broader market counterparties include portfolio companies and public market issuers.
Company news briefing
Briefing updated:
Coatue has maintained its active deployment of capital across artificial intelligence infrastructure and enterprise software by leading Databricks' $5 billion funding round at a $190 billion valuation. The firm also participated as a cornerstone investor in SK Hynix's historic Nasdaq listing targeting up to $28 billion, and joined Sequoia and Benchmark in backing the AI agent platform Instinct in a $1 billion Series C funding round at a $10 billion valuation. These transactions reinforce its ongoing focus on high-growth AI hardware and software ecosystems.
Business model & monetisation
The primary monetisation model is investment management economics: recurring management fees on assets under management and performance-based fees or carried interest tied to investment returns. Additional economics may arise from different fund structures and mandates, but the core model is investor fee income rather than software subscriptions or advertising revenue.
- Management fees on committed or managed capital
- Asset-based investment management fees
- Performance fees or carried interest
- Return-linked incentive economics
- Special mandates or bespoke investment vehicles
- Custom fund economics
Products & capabilities
No products with linked sources are available in this view.
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Databricks Raises $5 Billion at $190 Billion Valuation
Data & AI · Recorded impact score: 4/5
Databricks, a US data and AI company, has closed a $5 billion strategic funding round at a $190 billion valuation, according to a company announcement. The round was led by Coatue, with participation from Blackstone, MGX, T. Rowe Price, Sixth Street Growth, and other new and existing investors. Databricks said it surpassed a $7 billion revenue run-rate in Q2 2026, growing more than 80% year-over-year. Its Lakehouse product is at a run-rate above $1.5 billion, growing over 100% annually. More than 1,000 customers spend over $1 million a year. The company plans to use fresh capital for its agent business, including Lakebase and Unity AI Gateway. CEO Ali Ghodsi says AI cost pressure, rather than AI euphoria, is driving demand. Despite its size, Databricks remains private and is postponing an IPO due to public market distractions.
- Databricks raised $5 billion in a funding round at a $190 billion valuation.
- The round was led by Coatue, with participation from Blackstone, MGX, T. Rowe Price, Sixth Street Growth, BOND, Clearlake Capital, Point72, Premji Invest, TPG, and existing investors.
Anthropic $2T IPO Predicted from Leaked Coatue Deck
Financials · Recorded impact score: 3/5
A Substack analysis reports that six Anthropic investors told the Financial Times they expect the Claude-maker to go public in October 2026 at a valuation of $2 trillion or more. The claim is based on a leaked Coatue investor deck (using December 2025 company data) that shows Coatue's entry price, a modeled 2030 exit, and a projected 35% IRR if an October 2026 offer materializes. The newsletter also highlights Stripe's new stablecoin yield product, Tempo Earn, offering up to 4% annual yield and references a 'GENIUS Act workaround' enabling the product after regulatory changes. Publication date provided in the page metadata is 2026-08-14.
- Six Anthropic backers told the Financial Times they expect Anthropic to IPO in October 2026 at a valuation of $2 trillion or more.
- A leaked Coatue investor deck (built on December 2025 company data) shows Coatue's entry price, a modeled 2030 exit, and a 35% IRR tied to an October 2026 offer.
Databricks Raises $3B at $188B Valuation, Delays IPO
Financials · Recorded impact score: 4/5
US data and AI company Databricks is raising a new strategic funding round at a valuation of $188 billion, led by existing investor Coatue Management. The round is expected to total around $3 billion. This follows a $5 billion raise at a $134 billion valuation earlier this year. The funds will be used to expand AI products including Unity AI Gateway, Genie, and Lakebase, and to fund acquisitions. Databricks reports an annualized revenue run rate of $5.4 billion, growth of more than 50% year-over-year, and positive free cash flow. CEO Ali Ghodsi says enterprises are moving from 'tokenmaxxing' to 'valuemaxxing'. Despite its valuation, Databricks is delaying an IPO, citing 2026 as a terrible year due to mega-IPOs from SpaceX, Anthropic, and OpenAI. The company is 'IPO-ready' but may not list until 2027 or later.
- Databricks signed a term sheet for a strategic funding round at a valuation of $188 billion.
- The round is led by existing investor Coatue Management and expected to total around $3 billion.
Databricks Valued at $188B After New Funding Round
Funding · Recorded impact score: 4/5
Databricks announced a new financing round that values the company at $188 billion, a deal led by investor Coatue. The company did not disclose the exact amount it raised and says the funds are not yet in hand; other outlets have reported the round is roughly $3 billion and is expected to close later this summer. Databricks has pursued multiple large raises over the last 18 months while repositioning itself from a cloud data / analytics vendor into an enterprise AI provider, launching products such as Lakebase, Unity and Omnigent. Internal benchmarking at Databricks showed open models — notably Z.ai's GLM 5.2 — can handle high-difficulty coding tasks at lower total cost than proprietary models, and that the choice of agent harness materially affects cost and quality.
- Databricks announced a new funding round valuing the company at $188 billion.
- The funding round was led by Coatue.
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Questions about Coatue
What is Coatue?
Coatue is a private investment management firm focused on allocating capital, particularly across technology-related opportunities.
Who uses Coatue?
Its direct customers are institutional investors and other qualified capital allocators that invest into its managed funds or vehicles.
How does Coatue make money?
It primarily earns management fees on assets under management and performance-linked fees tied to investment returns.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
12 publicly documented primary sources and citations linked across the market graph.
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